Select Equity Group, L.p.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
150
Total Value
23173374442
Accession Number
0001592643-25-000004
Form Type
13F-HR
CIK
0001592643
Manager Name
Select Equity Group, L.p.
Data Enrichment
97% identified
145 identified5 unidentified

Holdings

150 positions
Manager:
SEC
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Page 3 of 8
CAE INC
CAE|124765108
Shares:
7863984(+16.6%)
Value:
$193.3B(+13.0%)
MOHAWK INDUSTRIES INC
MHK|608190104
Shares:
1547651(+3.4%)
Value:
$176.7B(-0.9%)
TORO CO
TTC|891092108
Shares:
2327264(-52.6%)
Value:
$169.3B(-56.9%)
SAIA INC
SAIA|78709Y105
Shares:
480498(+59.6%)
Value:
$167.9B(+22.4%)
APi Group Corp
APG|00187Y100
Shares:
4521352(+36.9%)
Value:
$161.7B(+36.0%)
QUANTA SERVICES, INC.
PWR|74762E102
Shares:
600728(-17.6%)
Value:
$152.7B(-33.8%)
INTUIT INC.
INTU|461202103
Shares:
230668
Value:
$141.6B
PACKAGING CORP OF AMERICA
PKG|695156109
Shares:
689253(+114.5%)
Value:
$136.5B(+88.7%)
MCCORMICK & CO INC
MKC|579780206
Shares:
1560869(+13.5%)
Value:
$128.5B(+22.5%)
GARMIN LTD
GRMN|H2906T109
Shares:
569725(-43.5%)
Value:
$123.7B(-40.6%)
Workday, Inc.
WDAY|98138H101
Shares:
510119(+3.1%)
Value:
$119.1B(-6.7%)
Crane Co
CR|224408104
Shares:
728792(-3.4%)
Value:
$111.6B(-2.5%)
SHOPIFY INC.
SHOP|82509L107
Shares:
1166979(-67.2%)
Value:
$111.4B(-70.5%)
Salesforce, Inc.
CRM|79466L302
Shares:
377686(-21.3%)
Value:
$101.4B(-36.8%)
RESMED INC
RMD|761152107
Shares:
434400(-9.8%)
Value:
$97.2B(-11.7%)
PTC INC.
PTC|69370C100
Shares:
611925(-36.4%)
Value:
$94.8B(-46.4%)
Brookfield Infrastructure Partners L.P.
BIP|G16252101
Shares:
2649491(-48.3%)
Value:
$78.9B(-51.5%)
AMAZON COM INC
AMZN|023135106
Shares:
403186(-20.7%)
Value:
$76.7B(-31.2%)
Cloudflare, Inc.
NET|18915M107
Shares:
643143
Value:
$72.5B
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
135894(-32.4%)
Value:
$67.6B(-35.3%)